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InvestCloud vs MoneyGuidePro

InvestCloud logo
InvestCloudWealth Management Platforms
CustomPublished price
MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
InvestCloud logo
InvestCloud
Wealth Management Platforms

A Smarter Financial Future Starts with People

MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Overview
CategoryWealth Management PlatformsFinancial Planning and Analysis
What it isDigital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.Goal-based financial planning software for advisors from Envestnet.
Pricing
Published priceCustom
InvestCloud sells its wealth-management technology to financial institutions through tailored enterprise agreements. No authoritative public numeric list price is available; prici…
$2,000/advisor/year
MoneyGuide publishes advisor pricing: MoneyGuide is $2,000 per advisor annually or $175 per advisor/month with an annual subscription paid monthly. Wealth Studios is $2,500 annual…
Pricing modelCustom quotePer seat
Free optionsNo free plan · No free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20102000
Team size1001-5000 employees201-500 employees
HeadquartersWest Hollywood, CAPowhatan, VA

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